Electricity Sector - Sector Set for an Electric Shock
The electricity sector appears to have defied gravity over the past two years, generally tracking sideways despite interest rates steadily rising...
519 Views
Power Points - El Niño Blows Into Town — September 2023
September 2023 was a typical El Niño month resulting in record wind generation and strong hydro generation conditions for the lower South Island...
653 Views
Power Points - Costs Crescendo — September 2023
August 2023 share price performance for most of the generator/retailers was weak, resulting in dividend yield spreads climbing off record lows.
616 Views
Power Points - Offshore Wind Brewing - August 2023
Electricity stocks continue to perform well despite interest rates edging higher and ASX futures prices edging lower as the market continues to...
458 Views
Power Points: Carbon Confidence Crisis — July 2023
June 2023 saw carbon unit prices collapse, with prices now NZ$36.5/tonne, down -40% in the past three weeks due to a lack of confidence in the...
481 Views